Add a New Gift

Watch this video to learn how to add/document a new gift in your GiveSmart Donor CRM account.

Steps to add a gift record

1. From the Quick Actions container within the dashboard, click RECORD A GIFT
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2. Select a donor
   •  Add to existing donor 
     • Search for donor and select
   • Add to new donor
     • Select ADD NEW DONOR
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     • Enter donor details
       • If a new contact is an Organization, toggle to 'Organization' in the upper right corner
         
3. Select solicitation method
4. Enter gift details
   • Choose if the gift will be a Tribute or needs a Soft Credit (Optional)
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     • Make this gift a Tribute
       • select the box next to Make this Gift a Tribute
       • choose between Gift in Honor or Gift in Memory
       • enter the name of the tribute
     • Add a Soft Credit to this Gift
       • select the box next to Soft Credit
       • enter the name of an existing contact, and select from the dropdown or select Credit Additional People to add a new contact
       • click the dropdown arrow next to Amount to choose between a dollar amount or percent
       • enter the amount of soft credit this contact will receive

     • NOTE: A soft credit report can be viewed by selecting Gifts from the left navigation and choosing Soft Credits. 

5. Select thank you method
   
   • Email only
   • Letter & email
   • Letter only
   • No thank you letter
6. Add optional details
7. Enter custom field info (if available)
8. Select Summary to review the details then click Submit